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Nuveen Municipal High Income Opportunity Fund
NMZ

122 hedge funds and large institutions have $144M invested in Nuveen Municipal High Income Opportunity Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

14% more capital invested

Capital invested by funds: $127M → $144M (+$17.2M)

1.29% more ownership

Funds ownership: 11.72% → 13% (+1.3%)

4% less funds holding

Funds holding: 127 → 122 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
122
Holders Change
-5
Holders Change %
-3.94%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
31
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WP
Woodline Partners
California
+$8.53M
2
Morgan Stanley
Morgan Stanley
New York
+$2.62M
3
RCM
Robinson Capital Management
Michigan
+$1.9M
4
VanEck Associates
VanEck Associates
New York
+$1.48M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
WAM
Weiss Asset Management
Massachusetts
-$2.69M
2
AWS
Atria Wealth Solutions
New York
-$1.93M
3
Bank of America
Bank of America
North Carolina
-$1.07M
4
LSC
Logan Stone Capital
Illinois
-$709K
5
BAM
Belpointe Asset Management
Nevada
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
RL
126
RPO LLC
Connecticut
– -$423K -40,878 Closed
IWA
127
IBEX Wealth Advisors
New Jersey
– -$352K -34,060 Closed
WP
128
WMS Partners
Maryland
– -$309K -29,840 Closed
KFS
129
Kaizen Financial Strategies
California
– -$232K -21,720 Closed
Jane Street
130
Jane Street
New York
– -$180K -17,431 Closed
TSS
131
Two Sigma Securities
New York
– -$164K -15,833 Closed
XT
132
XTX Topco
Cayman Islands
– -$136K -13,192 Closed
KWS
133
Keystone Wealth Services
California
– -$120K -11,608 Closed
CCM
134
CTC Capital Management
Illinois
– -$111K -10,700 Closed
MML Investors Services
135
MML Investors Services
Massachusetts
– -$107K -10,341 Closed
MCC
136
Money Concepts Capital
Florida
– -$90.5K -8,748 Closed
BTI
137
Blue Trust Inc
Georgia
– -$38K -3,650 Closed
LAM
138
Lakewood Asset Management
Illinois
– -$24K -2,350 Closed
SSG
139
Summit Securities Group
New York
– -$24K -2,319 Closed
MWM
140
MinichMacGregor Wealth Management
New York
– -$18.2K -1,760 Closed
BlackRock
141
BlackRock
New York
– -$7 -1 Closed
2 3 4 5
6

NMZ Hedge Fund Activity: Q1 2023 in Review

122 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2023, worth a combined $144M — up 14% from $127M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NMZ and 17 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 45 added.

The largest buyer was Woodline Partners, opening a new position worth an estimated $8.53M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $2.69M sold.

  • 122 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2023, down from 127 in Q4 2022.
  • Funds reported $144M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2023, up 14% quarter-over-quarter.
  • 17 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2023 and 20 closed out, a net change of -3 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2023 was Woodline Partners, an estimated $8.53M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2023 was Weiss Asset Management, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2023.